Loan Operations Generalist

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Whitinsville, MA, US

Opportunity Overview:

We have a unique opportunity to join our dynamic Loan Operations department. We’re looking for someone with exceptional customer service skills, who thrives in a fast‑paced, collaborative team environment and who is excited to be part of a mission‑driven community bank. If a role that will expose you to various lending products, expand your experience with the loan booking process, payoffs, disbursements, and a whole variety of other tasks excites you – then we want to hear from you!

Position Overview:

The Generalist role will assist all Loan Operations Teams from day to day. This position is responsible for learning various processes that will vary from Team to Team. This includes booking/reviewing loans, distribution of paid loan packages, quote payoffs, process payments, review rate changes and other assigned duties.

Primary Accountabilities:

• Accurately generate any and all required Loan Documents utilizing Laser Pro, Encompass, LoansPQ, or other origination systems as appropriate.
• Book and review all loan types (Consumer, Specialty, Residential and Small Business)
• Help process modifications or renewals.
• Process Payoff requests and payoffs received daily.
• Assist with Participation payments.
• Review exception and transaction reports.
• Help prepare Insurance Tracking reports weekly.
• Scan or index documents to our document storage system.
• Update system when collateral documents received.
• Support with filing UCC continuations.
• Assist with gathering documentation for audits.
• Other duties as assigned.

Knowledge, Skills, Education and

Work Experience:

• High school degree or equivalent required; college degree preferred.
• Minimum of 1–3 years of banking and loan servicing experience required.
• System knowledge of Encompass, LoansPQ, Laser Pro and our core system COCC/Insight preferred.
• Excellent verbal and written communication skills.
• Independent and self‑motivated with the ability to effectively manage their time.
• Strong organizational and analytical skills.

This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements.

Uni Bank is committed to fair, competitive, and market‑informed pay for our employees. The estimated base hourly rate for this position is $20.00/hr to $25.00/hr final hourly offer will be determined based on a particular candidate’s unique combination of factors such as skills, education, experience and certifications. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current employees as part of any final offer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a veteran or as an individual with a disability.